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Sunbelt Rentals Holdings Inc. (SUNB) Q3 2026 Earnings Call Transcript

Seeking Alpha
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Sunbelt Rentals reported Q3 2026 earnings on March 12, 2026, covering results through January 31, 2026, with CEO Brendan Horgan and CFO Alexander Pease leading the call. The company highlighted operational performance and financials, emphasizing industry trends and strategic outlook while cautioning about forward-looking statements due to market risks and SEC filings. Non-GAAP metrics were discussed alongside GAAP results to provide deeper insights into operational efficiency, with reconciliations provided for transparency. Analysts from major firms like Morgan Stanley, JPMorgan, and UBS participated in the Q&A, probing financial health, growth drivers, and market positioning. The call underscored Sunbelt’s focus on navigating economic uncertainties while maintaining investor confidence through detailed financial disclosures.
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SA Transcripts158.94K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Sunbelt Rentals Holdings Inc. (SUNB) Q3 2026 Earnings Call March 12, 2026 8:30 AM EDT Company Participants Kevin PowersBrendan Horgan - CEO & Executive DirectorAlexander Pease - Chief Financial Officer Conference Call Participants Annelies Vermeulen - Morgan Stanley, Research DivisionDavid Raso - Evercore ISI Institutional Equities, Research DivisionLushanthan Mahendrarajah - JPMorgan Chase & Co, Research DivisionPaddy Bogart - Melius Research LLCKatie Fleischer - KeyBanc Capital Markets Inc., Research DivisionNeil Tyler - Rothschild & Co Redburn, Research DivisionRory Mckenzie - UBS Investment Bank, Research DivisionKarl Green - RBC Capital Markets, Research DivisionAllen Wells - Jefferies LLC, Research Division Presentation Operator Greetings, and welcome to the Sunbelt Rentals Fiscal Third Quarter 2026 Earnings Conference Call and webcast [Operator Instructions] As a reminder, this conference is being recorded [Operator Instructions] It's now my pleasure to turn the call over to Kevin Powers, Senior Vice President, Investor Relations. Please go ahead.

Kevin Powers Thank you, operator, and good morning, everyone. Today, we're reviewing our third quarter results ended January 31, 2026, with comments on operations and our financials, including our view of the industry and strategic outlook. The prepared remarks will be followed by an open Q&A. Let me remind you that today's call will include forward-looking statements. These statements are based on the environment as we see it today and are subject to risks and uncertainties that could cause actual results to differ materially from our expectations and projections. These risks and uncertainties include, but are not limited to, the factors identified in the press release and our Form 10 as well as other filings with the SEC. Today, we are reporting financial results on a GAAP basis. In addition, we'll be reviewing or we'll be discussing non-GAAP financial information that we believe is useful in evaluating the company's operating performance. Reconciliations to these non-GAAP measures to

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